Metric AI + Salesforce
Elevate your agency with AI-driven insights that fuel growth. Transform your Salesforce data into impactful dashboards with the power of AI.
Trusted by leading agencies
Pricing
Built for growing services businesses
Flexible plans for organizations of all sizes, from small agencies to large service providers.
Basic
$99/mo
Get a Demo- Users (1)
- AI tokens (50/mo)
- Dashboards (Unlimited)
- Integrations (1)
- Sync frequency (1-day)
Essential
$199/mo
Get a Demo- Users (5)
- AI tokens (150/mo)
- Dashboards (Unlimited)
- Integrations (1)
- Sync frequency (4-hour)
Advanced
$499/mo
Get a Demo- Users (15 + $29 per extra user)
- AI tokens (350/mo)
- Dashboards (Unlimited)
- Integrations (1)
- Sync frequency (1-hour)
Enterprise
Let's chat
Get a Demo- Users (Unlimited)
- AI tokens (350/mo)
- Dashboards (Unlimited)
- Integrations (Unlimited)
- Sync frequency (1-hour)
- Advanced features
- Customizations
Get
AI-Powered Insights
Ask any question, and Metric AI will generate a custom dashboard with the answers, making it easy to extract insights and make informed decisions based on your data. This allows you to monitor various key metrics, such as:
- Deal Win Rate.
- Analyze the percentage of closed won deals compared to total deals to evaluate sales effectiveness and optimize performance.
- Revenue per Deal Owner.
- Compare the revenue generated by different deal owners, helping assess individual performance and identify areas for improvement.
- Win-Loss Analysis.
- Evaluate the reasons behind won and lost deals, helping refine strategies and improve future outcomes.
- Many other metrics.
- Explore various other performance indicators to gain comprehensive insights into your operations.
Integrate
Metric AI with Salesforce
Ditch the spreadsheets and make finance a team habit. Metric AI provides a single source of truth for all your financial data. By connecting Salesforce with Metric AI, digital agencies gain an impressive overview of business performance through intuitive and effective dashboards. It's simple and easy, with just a few clicks!
- Seamless integration.
- Connect Salesforce with Metric AI effortlessly, with just a few clicks and no need for complex setup or technical expertise.
- Comprehensive dashboards.
- Access visually appealing and comprehensive dashboards that offer a complete overview of your financial and business performance.
- Real-time data sync.
- Automatically synchronize your Salesforce data with Metric AI, ensuring you always have the latest information.
Make
Customizable Dashboards
Create tailored dashboards that fit your specific needs and preferences.
- Widget options.
- Design your dashboards with a selection of widgets, including cards, charts, and tables, to tailor your data visualization and analysis.
- Custom metrics.
- Define and calculate metrics using your own formulas to meet your unique requirements.
- Flexible filtering.
- Apply various filters to your metrics for greater flexibility and in-depth analysis.
Sign up for a demo
Start managing your business with data, not a gut feel.